Filed November 3, 2015 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,142 | $78,423+179.4% | $95,964+128.4% | $79,856+174.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.89% | 19.37%-9.5pp | 91.64%-81.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $3,927 | $1,945+101.8% | $2,541+54.5% | $2,471+58.9% |
| Participant deferral / active EE | $9,986 | $3,440+190.3% | $4,167+139.7% | $3,741+167.0% |
| Admin fee / account holder | $3,598 | $5,622-36.0% | $6,797-47.1% | $5,306-32.2% |